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Trusts and Estates Counsel
2 months ago
Become a valued member of the Brown & Streza team, where we foster a supportive and engaging workplace that prioritizes your professional advancement. We offer a range of benefits designed to enrich your work experience, including regular team lunches, monthly celebrations, in-office wellness activities, and a program dedicated to recognizing employee achievements. Our FUN Committee is committed to organizing a variety of events throughout the year, from intimate gatherings to larger festivities.
Key Responsibilities:
- Tailored preparation of estate planning instruments
- Providing guidance to clients on trust structuring
- Performing analysis on taxation matters
- Revising standard documents and operational procedures
Qualifications:
- Minimum of 5 years of experience in estate planning
- Valid California law license
- Exceptional document drafting capabilities
- Understanding of estate and gift taxation
- Capacity to work autonomously as well as collaboratively
Compensation and Benefits:
- Attractive salary with bonus potential
- Comprehensive medical, dental, and vision coverage
- 401(k) plan with employer contributions
- Positive and dynamic work atmosphere
Physical Demands:
- Ability to lift and transport items
- Prolonged periods of standing, walking, and sitting
- Flexibility to bend and stoop as required